PPP

Private Portfolio Partners Portfolio holdings

AUM $544M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.84M
3
+$1.74M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.14M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$2.72M
2
+$655K
3
+$446K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Sector Composition

1 Technology 6.37%
2 Healthcare 2.94%
3 Energy 2.55%
4 Financials 2.11%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$354K 0.09%
1,025
-95
177
$352K 0.09%
12,873
-607
178
$347K 0.09%
+14,200
179
$343K 0.09%
3,771
+513
180
$342K 0.09%
1,685
-29
181
$342K 0.09%
6,826
+100
182
$339K 0.09%
21,098
-12,429
183
$333K 0.09%
4,861
-125
184
$330K 0.09%
6,681
-2,200
185
$323K 0.08%
3,981
+450
186
$322K 0.08%
13,800
-762
187
$317K 0.08%
2,990
+810
188
$311K 0.08%
1,326
189
$309K 0.08%
3,051
-249
190
$304K 0.08%
9,220
+798
191
$303K 0.08%
3,416
-563
192
$295K 0.08%
2,987
-200
193
$295K 0.08%
7,669
-6,444
194
$294K 0.08%
9,018
+1,278
195
$294K 0.08%
6,312
-517
196
$293K 0.08%
1,838
-123
197
$292K 0.08%
4,304
-824
198
$291K 0.08%
5,691
-51
199
$290K 0.08%
5,861
+44
200
$288K 0.07%
2,222
-100
6 7
8
9 10